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Sagespring Wealth Partners’s Eversource Energy ES Stock Holding History

Sagespring Wealth Partners’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$390K Buy
5,398
+550
+11% +$38.1K 0.01% 590
2026
Q1 		$336K Buy
4,848
+256
+6% +$18.1K 0.01% 612
2025
Q4 		$309K Buy
4,592
+424
+10% +$29.8K 0.01% 613
2025
Q3 		$297K Buy
4,168
+656
+19% +$43K 0.01% 612
2025
Q2 		$223K Buy
+3,512
New +$216K ﹤0.01% 661

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sagespring Wealth Partners's ES Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Eversource Energy (ES) stake by 11% in Q2 2026, buying an estimated $38.1K and bringing the position to 5,398 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #590.

Sagespring Wealth Partners first reported a position in ES in Q2 2025 and has held it in 5 quarters since. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Sagespring Wealth Partners held 5,398 shares of Eversource Energy worth $390K as of Q2 2026.
  • Sagespring Wealth Partners bought 550 Eversource Energy shares in Q2 2026, an estimated $38.1K.
  • Eversource Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #590 holding.
  • Sagespring Wealth Partners first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.